Alpha Phi Delta Foundation
The Omega Society
This gift will leave your lasting legacy, supporting our brothers in perpetuity
Leave your legacy
There will come a time in all our lives when we consider how we want to leave our legacy. Your life’s accomplishments are important to celebrate and honor. A charitable gift to Alpha Phi Delta Foundation is such a way to cement your legacy. Charitable gifts, including long-range estate and financial planning, can be a great way for you to provide support for Alpha Phi Delta. It is possible to “Leave a Legacy” while potentially minimizing taxes and settlement costs and conserving more of your estate for loved ones.
What are the Easiest Ways to Leave my Legacy
A bequest is a gift made through a will or living trust. Bequests may be stated as a percentage of your estate, as the residual of your estate or a specific dollar amount.
Here is some suggested language as a starting point for your attorney:
“I hereby bequeath $______ to Alpha Phi Delta Foundation, Inc., PO Box 23188, Pittsburgh, PA, to be used for purposes as deemed appropriate by the Foundation’s board of directors.”
“I hereby bequeath $______ to Alpha Phi Delta Foundation, Inc., PO Box 23188, Pittsburgh, PA, to be used in the following manner: (please describe the specific use or uses for your bequest), in accordance with the Foundation’s overall objectives.”
“Provided that my final estate valuation is greater than $______, I hereby bequeath $______ to Alpha Phi Delta Foundation, Inc., PO Box 23188, Pittsburgh, PA to be used for purposes as deemed appropriate by the Foundation’s board of directors.”
Retirement Accounts and Insurance Policies
You can name the Alpha Phi Delta Foundation as beneficiary of a retirement account (e.g., 401k or IRA) or a life insurance policy and secure important tax benefits. Just list the beneficiary as Alpha Phi Delta Foundation, Inc (Tax ID # 31-1005845).
Each of the deferred giving types is closely regulated by law and requires special arrangements and tax treatment. Alpha Phi Delta Foundation, Inc. can work with you and your attorney to ensure your wishes are documented correctly. Alpha Phi Delta Foundation, Inc., a 501(c)(3) tax exempt organization
The First Things to Consider
Who do I contact?
Please contact Brother John Hadgkiss (Beta Rho ’66) at firstname.lastname@example.org if you’d like to step through your options. Or simply inform John of the bequest once it’s made. All we need is your written verification. If you have already included Alpha Phi Delta Foundation in your estate plan, please let us know so that we can award you the Omega Society pin.
Why is it important to consider an estate plan?
An estate plan gift is a powerful tool that can provide a way for you to help secure your own financial future and the financial future of Alpha Phi Delta. It can help you make larger gifts than you ever dreamed possible. Some estate plan gifts can provide you with income for life.
When is the best time to join the Omega Society?
Now! Let us talk to you about making a planned gift to support the Alpha Phi Delta Foundation and becoming a life-long partner in advancing academic excellence while making a difference in the lives of our students. None of us know when our time runs out. That means the time to do this is now.
The Omega Society Honor Roll
Bronze (up to $25,000)